See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,021 | $80,968-71.6% | $96,544-76.2% | $75,163-69.4% |
| Participation rate | 87.3% | 71.8%+15.5pp | 76.0%+11.3pp | 67.2%+20.1pp |
| Annual return | 18.32% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,399 | $2,282-38.7% | $2,965-52.8% | $2,670-47.6% |
| Participant deferral / active EE | $3,416 | $3,928-13.0% | $4,851-29.6% | $4,125-17.2% |
| Admin fee / account holder | $2,671 | $6,724-60.3% | $8,252-67.6% | $5,651-52.7% |